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NNN REIT

379 hedge funds and large institutions have $6.85B invested in NNN REIT in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 142 increasing their positions, 123 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $8.24M

33% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 40

15% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 123

7% more capital invested

Capital invested by funds: $6.42B → $6.85B (+$425M)

3% more funds holding

Funds holding: 369379 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.64% less ownership

Funds ownership: 90.48%88.83% (-1.6%)

Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
6.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
53
Increased
142
Reduced
123
Closed
40
Calls
$21.4M
Puts
$8.24M
Net Calls
+$13.1M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
326
HM Payson & Co
Maine
$26K
GLLW
327
Graves Light Lenhart Wealth
Virginia
$25K
FCM
328
Firestone Capital Management
Florida
$23K -$3.9K -93 -15%
AWM
329
Accel Wealth Management
Iowa
$22K
NSIM
330
North Star Investment Management
Illinois
$22K
SIC
331
Salem Investment Counselors
North Carolina
$22K
MFT
332
Moisand Fitzgerald Tamayo
Florida
$21K
SIS
333
Sound Income Strategies
Florida
$20.3K
PB
334
Pinnacle Bancorp
Nebraska
$19K
NFG
335
Next Financial Group
Texas
$19K +$3.44K +82 +23%
BCA
336
Berman Capital Advisors
Georgia
$17K -$377 -9 -2%
JFA
337
JNBA Financial Advisors
Minnesota
$17K +$4.19K +100 +36%
AIG
338
American International Group
New York
$14.1K +$163K +3,885 +1%
Bessemer Group
339
Bessemer Group
New Jersey
$13K -$86.3K -2,060 -87%
TWM
340
Tradition Wealth Management
Minnesota
$13K
TCOV
341
Trust Company of Vermont
Vermont
$13K
JMF
342
Johnson Midwest Financial
Iowa
$12K +$84 +2 +0.7%
LC
343
Lindbrook Capital
California
$12K +$5.36K +128 +90%
AL
344
ADE LLC
Maryland
$11K
BWL
345
Bogart Wealth LLC
Virginia
$11K
COCM
346
Charter Oak Capital Management
New Hampshire
$11K
ZB
347
Zions Bancorporation
Utah
$10K -$712 -17 -7%
WP
348
WealthShield Partners
North Carolina
$10K +$9.55K +228 New
ST
349
Smithfield Trust
Pennsylvania
$9K
RCA
350
Ranch Capital Advisors
Florida
$8K

NNN Hedge Fund Activity: Q1 2021 in Review

379 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in NNN REIT (NNN) for Q1 2021, worth a combined $6.85B — up 6.6% from $6.42B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new NNN positions and 40 closed out — a net gain of 13 holders — while 142 added to existing stakes and 123 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $42.9M. The largest seller was PGGM Investments, cutting an estimated $106M.

  • 379 institutional investors held NNN REIT (NNN) as of Q1 2021, up from 369 in Q4 2020.
  • Funds reported $6.85B of NNN REIT stock for Q1 2021, up 6.6% quarter-over-quarter.
  • 53 funds opened new NNN REIT positions in Q1 2021 and 40 closed out, a net change of +13 holders.
  • The largest NNN REIT buyer in Q1 2021 was Massachusetts Financial Services, an estimated $42.9M added.
  • The largest NNN REIT seller in Q1 2021 was PGGM Investments, an estimated $106M sold.

Based on aggregated 13F filings for Q1 2021.